Lina Yiseth Echeverria Castellanos
Bogota,Cundinamarca
Summary
Business Administration professional with solid knowledge of the financial sector and capital markets. Certified as an Operator by the Self-Regulatory Organization of the Securities Market (AMV) in Derivatives, Foreign Exchange, and Fixed Income. Over 11 years of experience in financial advisory, portfolio growth and client acquisition. Results-oriented, customer-focused, with strong decision-making skills based on financial analysis and the ability to build strategic relationships with high-value clients.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Financial Advisor
Alianza Valores
06.2021 - 11.2025
• Management of high-net-worth and corporate clients.
• Foreign exchange trading, hedging strategies, and financial products.
• Strategic advisory on investment instruments and offshore accounts.
• Achievements:
Between 2021 and 2025, I built and expanded my portfolio, acquiring 270 new clients and reaching AUM of USD 100MM.
Account Executive
Citibank
05.2013 - 02.2020
• Acquisition and strengthening of client relationships.
• Portfolio management and profitability optimization.
• Excellence in corporate and retail customer service.
• Achievements:
Qualified for International sales conventions: Mexico 2018, Panama 2017, Punta Cana 2016.
Hero of the Month – Colombia.
Education
Fixed Income Derivatives Forex Exchange - Capital Markets
AMV
Bogota05.2024
Bachelor of Business Administration -
Universidad La Gran Colombia
Bogota05.2016
Skills
Investment advice
Accomplishments
- Between 2021 and 2025, I built and expanded my portfolio, acquiring 270 new clients and reaching AUM of USD 100MM.
Certification
- Fixed income
- Derivatives
- Foreign Exchange
Languages
English
Full Professional
Timeline
Financial Advisor
Alianza Valores
06.2021 - 11.2025
Account Executive
Citibank
05.2013 - 02.2020
Fixed Income Derivatives Forex Exchange - Capital Markets
AMV
Bachelor of Business Administration -
Universidad La Gran Colombia